Purchases and Sales Made in Q1 2025 in Discover Financial Services (DFS)
This table provides information about the institutional ownership of Discover Financial Services (DFS) during Q1 2025. The information is specifically focused on institutions that hold shares of Discover Financial Services.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
485+ 26.63% |
$74.2K - $98.6K
|
2.31K
$461K
|
|
|
Apr 10, 2025
Q1 2025
|
Sendero Wealth Management, LLC
San Antonio, TX |
BUY
|
- |
467+ 16.44% |
$71.4K - $94.9K
|
3.31K
$662K
|
|
|
Apr 28, 2025
Q1 2025
|
Calamos Wealth Management LLC
|
BUY
|
- |
443+ 30.68% |
$67.8K - $90K
|
1.89K
$377K
|
|
|
May 12, 2025
Q1 2025
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
435+ 1.12% |
$66.6K - $88.4K
|
39.3K
$7.86M
|
|
|
Apr 11, 2025
Q1 2025
|
Gateway Investment Advisers LLC
|
BUY
|
- |
432+ 0.2% |
$66.1K - $87.8K
|
213K
$42.7M
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
432+ 222.68% |
$66.1K - $87.8K
|
626
$125K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
413+ 11.4% |
$63.2K - $83.9K
|
4.04K
$807K
|
|
|
May 09, 2025
Q1 2025
|
Ofi Invest Asset Management
Paris, I0 |
BUY
|
- |
411New |
$62.9K - $83.5K
|
411
$82.2K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
405+ 23.6% |
$62K - $82.3K
|
2.12K
$424K
|
|
|
May 15, 2025
Q1 2025
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
403+ 1.29% |
$61.7K - $81.9K
|
31.7K
$6.34M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
399+ 18.7% |
$61K - $81.1K
|
2.53K
$507K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
378+ 27.16% |
$57.8K - $76.8K
|
1.77K
$354K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
376+ 5.08% |
$57.5K - $76.4K
|
7.78K
$1.56M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
370+ 38.95% |
$56.6K - $75.2K
|
1.32K
$264K
|
|
|
May 15, 2025
Q1 2025
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
360+ 36.96% |
$55.1K - $73.2K
|
1.33K
$267K
|
|
|
May 12, 2025
Q1 2025
|
Longfellow Investment Management CO LLC
Boston, MA |
BUY
|
- |
353New |
$54K - $71.7K
|
353
$70.6K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
349+ 2.78% |
$53.4K - $70.9K
|
12.9K
$2.58M
|
|
|
May 14, 2025
Q1 2025
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
344+ 20.19% |
$52.6K - $69.9K
|
2.05K
$410K
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
340+ 21.28% |
$52K - $69.1K
|
1.94K
$388K
|
|
|
May 15, 2025
Q1 2025
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
340+ 20.48% |
$52K - $69.1K
|
2K
$400K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
340+ 7.37% |
$52K - $69.1K
|
4.96K
$991K
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
BUY
|
- |
333+ 16.26% |
$50.9K - $67.7K
|
2.38K
$476K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
BUY
|
- |
326+ 10.31% |
$49.9K - $66.3K
|
3.49K
$698K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
BUY
|
- |
324+ 19.42% |
$49.6K - $65.9K
|
1.99K
$398K
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
317New |
$48.5K - $64.4K
|
317
$63.4K
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
311+ 14.0% |
$47.6K - $63.2K
|
2.53K
$507K
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
307+ 23.8% |
$47K - $62.4K
|
1.6K
$319K
|
|
|
Apr 30, 2025
Q1 2025
|
Xponance, Inc.
|
BUY
|
- |
303+ 0.85% |
$46.4K - $61.6K
|
35.8K
$7.16M
|
|
|
May 01, 2025
Q1 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
300+ 4.02% |
$45.9K - $61K
|
7.76K
$1.55M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
297+ 2.97% |
$45.4K - $60.4K
|
10.3K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Brown Advisory Inc
|
BUY
|
- |
285+ 3.08% |
$43.6K - $57.9K
|
9.53K
$1.91M
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
281+ 4.08% |
$43K - $57.1K
|
7.18K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
267+ 15.13% |
$40.8K - $54.3K
|
2.03K
$407K
|
|
|
May 09, 2025
Q1 2025
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
BUY
|
- |
266+ 0.73% |
$40.7K - $54.1K
|
36.6K
$7.32M
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
264New |
$40.4K - $53.7K
|
264
$52.8K
|
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
260+ 10.12% |
$39.8K - $52.8K
|
2.83K
$566K
|
|
|
May 14, 2025
Q1 2025
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
253New |
$38.7K - $51.4K
|
253
$50.6K
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
251+ 8.91% |
$38.4K - $51K
|
3.07K
$614K
|
|
|
Apr 11, 2025
Q1 2025
|
Cmc Financial Group
Atlanta, GA |
BUY
|
- |
246+ 18.82% |
$37.6K - $50K
|
1.55K
$311K
|
|
|
Apr 28, 2025
Q1 2025
|
Conning Inc.
|
BUY
|
- |
235+ 18.01% |
$36K - $47.8K
|
1.54K
$308K
|
|
|
May 13, 2025
Q1 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
233+ 5.09% |
$35.6K - $47.4K
|
4.81K
$962K
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
232+ 0.77% |
$35.5K - $47.2K
|
30.5K
$6.11M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
226+ 49.24% |
$34.6K - $45.9K
|
685
$137K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
225+ 12.18% |
$34.4K - $45.7K
|
2.07K
$415K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
224+ 0.69% |
$34.3K - $45.5K
|
32.5K
$6.49M
|
|
|
May 20, 2025
Q1 2025
|
Flaharty Asset Management, LLC
|
BUY
|
- |
218New |
$33.4K - $44.3K
|
218
$43.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
217+ 57.11% |
$33.2K - $44.1K
|
597
$119K
|
|
|
Apr 22, 2025
Q1 2025
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
216+ 17.41% |
$33K - $43.9K
|
1.46K
$291K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
203+ 1.11% |
$31.1K - $41.3K
|
18.5K
$3.71M
|
|
|
May 12, 2025
Q1 2025
|
William B. Walkup & Associates, Inc.
Columbia, SC |
BUY
|
- |
192+ 0.54% |
$29.4K - $39K
|
36K
$7.19M
|